EIM

Essex Investment Management Portfolio holdings

AUM $653M
1-Year Est. Return 77.05%
This Quarter Est. Return
1 Year Est. Return
+77.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$610M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.81M
3
+$5.04M
4
TWST icon
Twist Bioscience
TWST
+$4.63M
5
LRCX icon
Lam Research
LRCX
+$4.58M

Top Sells

1
+$6.06M
2
+$5.43M
3
+$4.85M
4
BABA icon
Alibaba
BABA
+$4.54M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$4.15M

Sector Composition

1 Technology 26.64%
2 Healthcare 20.02%
3 Industrials 11.88%
4 Consumer Discretionary 11.5%
5 Communication Services 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$112K 0.02%
6,187
-1,664
327
$99K 0.02%
1,541
328
$97K 0.02%
1,308
329
$95K 0.02%
16,866
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330
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731
331
$88K 0.01%
712
332
$88K 0.01%
827
333
$79K 0.01%
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334
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910
335
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3,796
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336
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337
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338
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339
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340
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341
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10,000
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342
$57K 0.01%
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343
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344
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180
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345
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346
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347
$49K 0.01%
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348
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853
349
$48K 0.01%
292
350
$43K 0.01%
814
-19
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